25 February 2020 • By Kenneth Orchard • 1 min read
The outbreak of the COVID-19 has up-ended financial market forecasts for 2020. Although there is little doubt that global growth will be adversely aff...
READ MOREThe Australian equity market has underperformed the US share market over the past decade, with our big miners and banks capping returns compared to th...
READ MOREInstitutional investors have been gravitating to emerging markets debt given relatively attractive yields while interest rates have plummeted on domes...
READ MOREAustralian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistent low growth, finding relia...
READ MOREFinding attractive value in one of the world’s biggest companies might seem odd for a pragmatic value investor and to many Microsoft may seem expens...
READ MOREThe developing coronavirus in China has become more than a cause for concern for many reasons, despite the market recovery in Asia. According to of...
READ MOREThe new coronavirus has spooked governments and markets. People are taking various measures to protect themselves both personally from the deadly viru...
READ MOREMany investors use a strategic asset allocation (SAA) process to shape their portfolios over the long term. What place should environmental, social an...
READ MOREInfrastructure investments have become one of the most sought-after asset classes in recent years. In a world of low and even negative interest rates,...
READ MOREFlows to passive and “smart beta” equity approaches are on the rise, due partly to the pressure for super funds to reduce fees and partly to the �...
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